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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,009 | $160,070-43.1% | $147,117-38.1% | $145,897-37.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.62% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,543 | $5,285-33.0% | $4,932-28.2% | $4,663-24.0% |
| Participant deferral / active EE | $7,498 | $8,419-10.9% | $8,065-7.0% | $6,689+12.1% |
| Admin fee / account holder | $7,508 | $15,035-50.1% | $12,993-42.2% | $13,390-43.9% |